See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,229 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,449 | $84,487+2.3% | $125,339-31.0% | $66,914+29.2% |
| Participation rate | 95.4% | 76.4%+19.0pp | 82.4%+13.1pp | 69.8%+25.6pp |
| Annual return | -19.72% | -8.39%-11.3pp | 572.05%-591.8pp | 1.58%-21.3pp |
| Employer contribution / active EE | $4,061 | $3,553+14.3% | $4,814-15.6% | $2,544+59.6% |
| Participant deferral / active EE | $9,158 | $6,781+35.0% | $7,446+23.0% | $4,237+116.1% |
| Admin fee / account holder | $356 | $685-48.1% | $10,010-96.4% | $593-40.0% |